Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland, Seattle and Austin. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients’ wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation. Visit our website to learn more about what Whittier Trust can offer you and your family. Follow our page to stay informed on market analysis from leading industry experts as well as the latest tips for portfolio management, philanthropic efforts, estate planning, and more.
View Top Employees from Whittier Trust CompanyWebsite | http://www.whittiertrust.com |
Revenue | $87 million |
Employees | 272 (272 on RocketReach) |
Founded | 1989 |
Address | 177 E. Colorado Blvd Suite 800, Pasadena, California 91105, US |
Phone | (415) 283-1850 |
Technologies |
JavaScript,
HTML,
PHP
+28 more
(view full list)
|
Industry | Investment Management, Finance, Finance General, Financial Services, Wealth Management, Fiduciary Expertise, Philanthropic Services, Real Estate, Investment Consulting, Nevada Trust Situs |
Web Rank | 5 Million |
Keywords | Multi Family Office, Wealth Management Australia, Financial Planning, Trust And Estate Administration |
Competitors | Aspiriant, CI RegentAtlantic Private Wealth, Coldstream Wealth Management, Fiduciary Trust Company, Tocqueville Asset Management |
SIC | SIC Code 673 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523991 Companies |
Looking for a particular Whittier Trust Company employee's phone or email?
The Whittier Trust Company annual revenue was $87 million in 2024.
Tim McCarthy is the Managing Director of Whittier Trust Company.
272 people are employed at Whittier Trust Company.
Whittier Trust Company is based in Pasadena, California.
The NAICS codes for Whittier Trust Company are [52399, 523, 5239, 52, 523991].
The SIC codes for Whittier Trust Company are [673, 67].